James Pepperman is a financial advisor at Alden Capital with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J Alden Associates, Inc., Mcg Securities, LLC, and Azarias Capital Partners, LLC. Outside of his advisory work, he is involved with Northstar of Chester County, a nonprofit organization. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion that serves individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, along with sub-advisory services, fee-only financial planning, and fiduciary support for small and mid-sized employers and nonprofit entities.

Jonathan Kolle is a CFA® charterholder and Series 65 licensee with 27 years of industry experience. He has worked at Smithbridge Asset Management, Inc. since 1999 and is also affiliated with Financial Freedom Innovations, Ltd. He serves as President and CCO of Smithbridge Asset Management, LLC. Smithbridge Asset Management is an SEC-registered firm that provides financial planning and portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm emphasizes disciplined, fundamentally driven equity selection focused on large-cap U.S. companies, complemented by diversified fixed income and other asset classes, and offers individualized account management as well as model portfolio solutions across multiple distribution channels.

Hans Lauzen is a financial advisor with Grey Fox Wealth Advisors, LLC and holds a Series 65 designation. He has two years of industry experience and has served in the United States Navy since 2011. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Garrett Roach is an advisor with Concentus Wealth Advisors, holding Series 63 and Series 65 licenses. He has been with the firm since 2024 and has prior experience working at the Yacht Club of Stone Harbor. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm emphasizes continuous supervision of client accounts across a broad range of asset classes and tailors strategies for special situations such as low-basis stock and complex tax matters.

Raymond Wilson is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Onyx Bridge, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he operates an independent insurance business focusing on individual life, property and casualty, long-term care, and fixed annuities. Onyx Bridge Wealth Group provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm employs a research-driven investment process with customized portfolios that include ETFs, structured products, alternative investments, and tax-management strategies, supported by affiliated tax and retirement service firms.

Eric Hildenbrand is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has been with Coho Partners, Ltd. since 2016. Hildenbrand is currently an advisor at Aurdan Capital Management, LLC, a firm operating with a three-advisor team managing over $400 million in discretionary assets. Aurdan Capital serves individual and high-net-worth clients, trusts, estates, pension plans, and nonprofit organizations by providing investment management and, when requested, financial planning and consultation. The firm employs established asset-allocation models with a focus on U.S. equity securities and longer-term holdings, managing portfolios on a discretionary basis and adjusting positions as market or client circumstances change.

Jaime Cutter is a financial advisor at RiversEdge Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years and Discover Financial Services for two years. RiversEdge Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory, utilizing strategic asset allocations primarily composed of ETFs, with rebalancing and occasional shorter-term trades.

Sara Turner is a Certified Financial Planner (CFP®) with 13 years of industry experience. She currently works at Aurdan Capital Management, LLC and has prior experience at Fidelity Investments, Brown Brothers Harriman & Co., and Haverford Financial Services. Aurdan Capital Management provides discretionary investment management and financial planning to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $526 million in client assets and emphasizes asset allocation models supported by fundamental analysis and ongoing portfolio monitoring.

Daniel Rodan is a financial advisor at Tower Bridge Advisors with 21 years of industry experience and holds a Series 66 designation. He has worked at Tower Bridge Advisors since 2018 and previously spent two years at BB&T Securities. Tower Bridge Advisors provides investment advice and asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, along with managing two private funds. The firm emphasizes strategic asset allocation using fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies.

Michael Jordan is a financial advisor at Traynor Capital Management with 38 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Traynor Capital Management in 2023, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2020 to 2023, and at Pacific Life Insurance Company from 2015 to 2019. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and emphasizes direct equity ownership with customized investment strategies tailored to client objectives.

Benjamin Roberts is a financial advisor at Ironview Capital Management, LLC with 14 years of industry experience. He has been with Ironview since 2010. Ironview Capital Management is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm employs a variety of strategies including fundamental, technical, and quantitative analysis, and offers discretionary portfolio management, financial planning, and pension consulting services.

Ryan Shane is a financial advisor at Nest Egg with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group for three years prior to joining Nest Egg. His background includes experience outside finance, having worked at Kildare's Irish Pub and West Chester University. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet- and kiosk-based advisory platform. The firm uses proprietary quantitative and qualitative models to generate investment recommendations and manages client accounts on a discretionary basis.

Cody Terrion is a financial advisor at Atlas with seven years of industry experience and holds the Series 66 designation. His prior work includes roles at Merrill, The McLean Group, Jefferies LLC, and U.S. Bank. Outside of finance, he was involved with Irazu Coffee for three years. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm employs a long-term, index-based investment framework supplemented by internally managed strategies and offers both discretionary and non-discretionary portfolio management.

Jennifer Garrett is a CFA® charterholder with 31 years of experience in the financial industry. She has been with Ellis Investment Partners, LLC since 2013. Outside of her advisory role, she serves as chair of the investment committee for the BARC Foundation, a nonprofit supporting people with disabilities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client objectives and risk tolerance, with an emphasis on diversification and tax-aware management.

Derek Lemke is a CFP® with 22 years of industry experience, currently serving at Ellis Investment Partners, LLC. He has worked at Ellis since 2015 and has also been a pilot for American Airlines and Piedmont Airlines. In addition to his advisory role, he is a licensed agent selling life, health, disability, long-term care, and annuity insurance products. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional clients with portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes dynamic asset allocation, diversification, and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Kelly Wilson is a CFP® professional with four years of industry experience, currently advising at Blue Rock Financial Group in Wilmington, DE. Prior to joining the firm, Kelly held roles at Dravo Bay LLC and had brief engagements with the American Heart Association and Hockessin Athletic Club. Blue Rock Financial Group serves individuals, families, trusts, businesses, and retirement plans, offering investment management and financial planning services. The firm emphasizes a low-cost, ETF-based investment approach rooted in modern portfolio theory and integrates financial planning with ongoing portfolio monitoring.

Michael De Quevedo is a financial advisor at Almanack Investment Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BFC PLANNING, Inc. for five years. Outside of his advisory work, he is an investor in a privately held fiber optic internet company through Toz LLC. Almanack Investment Partners provides investment management and financial planning services to a range of individual and institutional clients. The firm utilizes model asset allocation portfolios emphasizing diversified, risk-conscious investments and manages various pooled vehicles and affiliated private funds.

Donald Kalil is a financial advisor at Affinity Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Affinity since 1985, transitioning to the current firm structure in 2018. Affinity Wealth Management LLC is a registered wealth management firm overseeing approximately $872.5 million in discretionary assets for over 600 clients. The firm utilizes a primarily long-term, customized investment approach incorporating fundamental, technical, cyclical, and charting analyses across various asset classes, and provides services including portfolio management, financial planning, and retirement plan advisory.

Joshua Grimes Avery is a financial advisor at Northstar Financial Companies, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked at BlackRock and Blackrock Investments, LLC. Prior to his finance career, he was employed at Barnes & Noble for five years. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management across taxable and retirement accounts. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.

Ryan Babeuf is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has been with Edge Wealth Management, LLC since 2007. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s approach is based on fundamental analysis and tailored portfolio allocation across a range of securities, managing approximately $770.7 million in assets for about 261 clients with a five-adviser team.